Excel Report Builder
Build Excel reports directly within Microsoft Dynamics 365 Business Central.
Current Version:
24.2.8.0 as of Business Central
24. For older BC versions, downgrades are available.
AppSource Name: Excel Report BuilderManual
Creation date: 2024/11/22
The current version of this manual can be found at:
☰ Contents
General
- Excel Report Builder
- Role Center Integration
Setup
- Excel Report Builder Setup
- Excel Functions
- Evaluation Groups
- Blocked Tables
Edit Evaluations
General
Data Sheets
- Data Sheet
- Sheet Settings
- Table Settings
- Date Filter IDs
- Field Settings
- Formulas
- Text Settings
PivotTable Sheets
- PivotTable
- Sheet Settings
- Field Settings
Other Sheets
- Text Sheet
- Information Sheet
Tips & Tricks
- Output only if child records exist
- Get month name from date
- Get data via sheet reference
Extended
- User Permissions
- User Assignments
- Copy, Export & Import
- Download Area
Execute Evaluations
- My Excel Evaluations
- Execute Excel Evaluation
- Evaluation Filters
- Archive Excel Evaluation
- Evaluation Archive
Analyze Data in Excel
Information for Developers
- Runnable Codeunits
- Temporary Data Codeunits
- Connector
Appendix
- System Requirements & Limits
- Comparison with BC Standard and NC Cube
- Import old NC Cube files
- NAVAX License Management
- Installation Notes
- Release Notes
Docs / Excel Report Builder / General
Excel Report Builder
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Docs / Excel Report Builder / General
Role Center Integration
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Docs / Excel Report Builder / Setup
Excel Report Builder Setup
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Docs / Excel Report Builder / Setup
Excel Functions
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Docs / Excel Report Builder / Setup
Evaluation Groups
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Docs / Excel Report Builder / Setup
Blocked Tables
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Docs / Excel Report Builder / Edit Evaluations / General
Edit Excel Evaluation
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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Data Sheet
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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Sheet Settings
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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Table Settings
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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Date Filter IDs
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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Field Settings
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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Formulas
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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Text Settings
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Docs / Excel Report Builder / Edit Evaluations / PivotTable Sheets
PivotTable
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Docs / Excel Report Builder / Edit Evaluations / PivotTable Sheets
Sheet Settings
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Docs / Excel Report Builder / Edit Evaluations / PivotTable Sheets
Field Settings
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Docs / Excel Report Builder / Edit Evaluations / Other Sheets
Text Sheet
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Docs / Excel Report Builder / Edit Evaluations / Other Sheets
Information Sheet
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Docs / Excel Report Builder / Edit Evaluations / Tips & Tricks
Output only if child records exist
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Docs / Excel Report Builder / Edit Evaluations / Tips & Tricks
Get month name from date
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Docs / Excel Report Builder / Edit Evaluations / Tips & Tricks
Get data via sheet reference
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Docs / Excel Report Builder / Edit Evaluations / Extended
User Permissions
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Docs / Excel Report Builder / Edit Evaluations / Extended
User Assignments
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Docs / Excel Report Builder / Edit Evaluations / Extended
Copy, Export & Import
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Docs / Excel Report Builder / Edit Evaluations / Extended
Download Area
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Docs / Excel Report Builder / Execute Evaluations
My Excel Evaluations
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Docs / Excel Report Builder / Execute Evaluations
Execute Excel Evaluation
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Docs / Excel Report Builder / Execute Evaluations
Evaluation Filters
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Docs / Excel Report Builder / Execute Evaluations
Archive Excel Evaluation
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Docs / Excel Report Builder / Execute Evaluations
Evaluation Archive
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Docs / Excel Report Builder / Execute Evaluations
Analyze Data in Excel
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Docs / Excel Report Builder / Information for Developers
Runnable Codeunits
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Docs / Excel Report Builder / Information for Developers
Temporary Data Codeunits
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Docs / Excel Report Builder / Information for Developers
Connector
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Docs / Excel Report Builder / Appendix
System Requirements & Limits
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Docs / Excel Report Builder / Appendix
Comparison with BC Standard and NC Cube
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Docs / Excel Report Builder / Appendix
Import old NC Cube files
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Docs / Excel Report Builder / Appendix
NAVAX License Management
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Docs / Excel Report Builder / Appendix
Installation Notes
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Docs / Excel Report Builder / Appendix
Release Notes
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